Relationship Banking Financial Advisor

CIBC; Truro; On-site; CAD 60,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers program

Job summary

CIBC is seeking a Financial Advisor to build and grow a dedicated client portfolio with relationship management, financial services support, and exceptional client service. You’ll deliver Imperial Service as a single point of contact for clients, helping them plan for today and tomorrow, with flexibility to work at multiple banking centres within travel distance.

You’ll be on-site full-time in a role that emphasizes client connections, comprehensive financial planning, and community engagement

Qualifications

• 1–3 years experience in providing financial advice and establishing relationships while achieving targets.
• CIRO‑MFD licensing must be current or eligible.
• AMF/CIFC/CSC licensing and RRC support are assets; CS/CSI requirements may apply.

Responsibilities

• Manage and grow a dedicated client portfolio through relationship management and tailored financial advice across planning areas.
• Develop local market knowledge to create sales plans and convert leads into clients.
• Represent CIBC in the community and support marketing and outreach activities.

Skills

Relationship management

Financial advising

Client service

Networking

Sales planning

Market awareness

Education

CIRO‑MFD licensing

AMF licensing

CSC/CIFC/IFC certifications

Job description

CIBC is seeking a Financial Advisor to build and grow a dedicated client portfolio with relationship management, financial services support, and exceptional client service. You’ll deliver Imperial Service as a single point of contact for clients, helping them plan for today and tomorrow, with flexibility to work at multiple banking centres within travel distance.

You’ll be on-site full-time in a role that emphasizes client connections, comprehensive financial planning, and community engagement